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Portfolio Diversification
Range
Most Diversified
6 instruments
January 2, 2023
Least Diversified
5 instruments
February 28, 2023
Average
5.8 instruments
Most Consistent Holdings
Top 5
AAPL100%
DIS100%
NFLX100%
AMZN86.01%
MRK48.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 40.12% | 41.98% | 100% | - |
| Netflix (NFLX) | 16.55% | 19.33% | 100% | - |
 RenewableEnergy | 15.88% | 15.56% | 100% | - |
| Amazon (AMZN) | 8.15% | 9.16% | 86.01% | - |
 MongoDB (MDB) | 5.1% | 0% | 23.28% | 5/31/2024 |
 Bitcoin (BTC) | 4.92% | 0% | 20.76% | 9/1/2023 |
| Merck (MRK) | 4.79% | 11.65% | 48.31% | - |
| Disney (DIS) | 2.03% | 1.69% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 33.47% | 44.27% |
| Netflix (NFLX) | 16.73% | 18.27% |
| RenewableEnergy | 20.99% | 14.55% |
| Merck (MRK) | 17.47% | 10.57% |
| Amazon (AMZN) | 8.88% | 9.91% |
| Disney (DIS) | 1.67% | 1.89% |
Cash & Instruments Over Time
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